Capital Group New Perspective Fund (LUX) B


LU1295551573
  • NAV / 1-Day Return
  • Total Assets
    16.7 Bil
  • Adj. Expense Ratio
  • Expense Ratio
  • Fee Level
    Average
  • Load
    5.25%
  • Category
    EAA Fund Global Large-Cap Growth Equity
  • Investment Style
    Large Growth
  • Minimum Initial Investment
    0
  • Status
    Open
  • SEC Yield / TTM Yield
    — / 0.00%
  • Turnover

Performance

Growth of 10,000

  • Index
    28,198
  • Investment
    26,631
  • Category
    23,313
  • Growth
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Investment 4.39 0.30 26.81 -7.00 28.72 32.01 16.60 -26.66 23.24 15.18 4.56
Category 0.31 0.90 28.11 -10.32 29.22 27.64 13.52 -27.24 22.96 13.17 4.01
Index 0.75 2.94 27.68 -7.31 30.06 28.85 16.99 -28.04 29.62 21.77 3.16
Quartile Rank
Percentile Rank 13 61 54 24 59 26 39 54 45 38 38
# of Invest. in Cat. 635 680 730 860 1,619 1,867 2,072 2,457 2,908 2,923 1,368
Category Name
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.86 0.32 3.83 2.44 4.56 16.97 6.27 10.12 10.19 10.50 8.81
Category -0.38 -0.48 2.66 1.64 4.01 14.71 5.01 8.38 8.64 8.70
Index -0.75 0.21 2.17 1.88 3.16 20.12 8.93 11.18 10.75 11.13
Quartile Rank
Percentile Rank 93 30 28 35 38 35 38 27 21 16
# of Invest. in Cat. 1,392 1,383 1,368 1,339 1,368 1,273 1,059 722 392 233

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